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A
Allen29640498ws99
Participant
July 31, 2023
Question

Attach Non-Template Document to Custom Workflow

  • July 31, 2023
  • 1 reply
  • 543 views

Is there a way to attach a document to a workflow at the same time as the existing Templates for a customer Workflow? 

 

If not is there another way to send a document through a predefined workflow?

 

The documents I have in mind will be unique each time and generated from an ERP system so creating a Template each time is not ideal.

 

Thank you in advance!

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Meenakshi_Negi
Legend
July 31, 2023

Hi Allen29640498ws99,

 

Thank you for reaching out.

 

Please let us know more about the workflow you are looking for. How are you trying to attach the file in the workflow?

In the meantime, refer to the information related to the Workflow in the following help document: https://helpx.adobe.com/sign/using/workflow-designer-signature-workflow.html. Check if you get the required information.

 

Thanks,

Meenakshi

A
Allen29640498ws99Author
Participant
July 31, 2023

We have a multi-signer\reviewer workflow that we use with templates we have created from standard home-buying contacts.  The salespeople execute the workflow and fill out the appropriate contracts for the homes we are selling. The contracts are standard and using them as templates is perfect.  What is not standard is we have several documents that we export from our home building software that are unique so it would not be effective to use a template, nor is helpful to copy and paste the information over to an existing template. 

 

We want all the signers and reviewers that are part of the existing workflow to review and sign these documents as well, but not sure of how we can include them without being a template during workflow execution.

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